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Share Fund

Quantum Tax Saving Fund - Direct Plan

The investment objective of the Scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.

Suitability

This product is suitable for investors who are seeking

• Long term capital appreciation

• Investments in equity and equity related securities of companies in S&P BSE 200 index and to save tax u/s 80 C of the Income Tax Act. Investments in this product are subject to lock in period of 3 years.

Fund Info

Scheme Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	1.29%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 98
AMC AUM (in Crs.)	₹ 1,360
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Units locked in for 3 years, No exit load

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	25.39%
Axis Long Term Equity Fund - Direct Plan	500	500	20.53%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	19.36%
L&T Tax Advantage Fund - Direct Plan	500	500	16.22%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	12.05%
Tata India Tax Savings Fund - Direct Plan	500	500	20.16%
Axis Long Term Equity Fund - Direct Plan	500	500	20.53%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	24.24%

Top 10 Holdings

Company	Holding Type	Asset(%)
Housing Development Finance Corp Ltd	Equity	9
Infosys Ltd	Equity	8
Treps ^	Cash - Repurchase Agreement	6
HDFC Bank Ltd	Equity	6
ICICI Bank Ltd	Equity	5
ACC Ltd	Equity	4
Mahindra & Mahindra Ltd	Equity	4
Tata Steel Ltd	Equity	4
Wipro Ltd	Equity	4
Shriram Transport Finance Co Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	94
Cash - Repurchase Agreement	6
Equity - Warrants Rights (Call)	0
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	31
Technology	16
Consumer Cyclical	16
Basic Materials	11
Utilities	10

Fund Manager

Sorbh Gupta

5+ years of experience

Quantum Mutual Fund

AUM₹1,360 Cr

About

Quantum Mutual Fund was launched in year 2015 and is sponsored by Quantum Advisors Private Ltd. The AMC goal is to convert saving of an investor to wealth. They aspire to provide simple, yet effective products to investors, which impacts them positively in their financial journey.##Until 2016 Quantum was the only AMC that was an only Direct AMC and did not provide any regular plans. This thus ensured lower expense ratios as AMC did not have to bear any upfront or trail commissions.##Their vision is to become most respected mutual fund house of India by following their values and keeping their business policy simple and transparent.

info@quantumamc.com

Phone

1800 209 3863

Address

7th Floor, Hoechst House, Nariman Point, Mumbai 400021, Mumbai - 400021

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m